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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

119 hedge funds and large institutions have $1.04B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
3.18%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
22
Increased
63
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.2M
2
CFA
Carroll Financial Associates
North Carolina
+$12.2M
3
KeyBank National Association
KeyBank National Association
Ohio
+$10.2M
4
SWP
Stratos Wealth Partners
Ohio
+$8.5M
5
UBS Group
UBS Group
Switzerland
+$8.24M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$34M
2
USAA
United Services Automobile Association
Texas
-$28M
3
LPL Financial
LPL Financial
California
-$9.67M
4
Jane Street
Jane Street
New York
-$5.28M
5
LA
LVW Advisors
New York
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$3.5M +$139K +1,815 +4%
Wells Fargo
52
Wells Fargo
California
$3.39M +$3.38M +44,205 +22,669%
BCM
53
Barometer Capital Management
Ontario, Canada
$3.18M +$3.18M +41,600 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$3.13M +$2.26M +29,526 +259%
PWAG
55
Polaris Wealth Advisory Group
California
$3.04M +$398K +5,213 +15%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.88M +$461K +6,031 +19%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$2.71M +$2.71M +35,501 New
AI
58
Atria Investments
North Carolina
$2.69M +$292K +3,790 +12%
LPT
59
Legacy Private Trust
Wisconsin
$2.53M +$2.07M +27,112 +447%
AIM
60
Advantage Investment Management
Iowa
$2.3M +$14.8K +194 +0.6%
WP
61
WealthSource Partners
California
$2.25M +$124K +1,624 +6%
BIM
62
BlackRock Investment Management
Delaware
$2.19M +$1.7M +22,250 +344%
NFG
63
NewFocus Financial Group
Washington
$2.19M +$2.19M +28,705 New
HH
64
Hilltop Holdings
Texas
$2.15M – – –
EC
65
Estate Counselors
Wisconsin
$2.1M – – –
TWA
66
Tillar-Wenstrup Advisors
Ohio
$2.07M +$2.07M +27,071 New
BTS
67
BB&T Securities
Virginia
$2.04M +$164K +2,146 +9%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$1.86M +$580K +7,595 +45%
MFS
69
MSI Financial Services
Massachusetts
$1.81M +$881K +11,535 +95%
PAG
70
Private Advisor Group
New Jersey
$1.77M +$735K +9,528 +71%
SPC
71
Sigma Planning Corp
Michigan
$1.77M -$78.3K -1,024 -4%
C
72
CFO4Life
Texas
$1.71M +$35K +458 +2%
CIM
73
Cambria Investment Management
California
$1.23M +$112K +1,462 +10%
BCM
74
Brookstone Capital Management
Illinois
$1.21M +$269K +3,516 +29%
VF
75
Virtu Financial
New York
$1.11M +$1.11M +14,525 New
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